Can These Apple Suppliers Overcome iPhone Weakness? -- The Motley Fool
Rumors of weak iPhone sales knocked the wind out of Apple (NASDAQ:AAPL) supplier stocks in 2018. So, it looks like Skyworks and Qorvo will start 2019 on a bad footing thanks to their reliance on the iPhone maker. Skyworks' revenue is expected to accelerate in 2020 as the clout of its non-mobile business grows, along with additional catalysts such as 5G wireless infrastructure. Qorvo also has a trump cardQorvo is slightly less dependent on Apple for revenue than Skyworks. Investors in Skyworks and Qorvo shouldn't panic, as both companies are well-placed to weather any Apple slowdown.Jefferies cuts iPhone sales expectations, but says services business still makes Apple a buy
as declared in Jefferies became the latest Wall Street firm to lower expectations for Apple's stock on weakness in the iPhone supply chain. "It appears that [Wall Street] estimates may still be too high." Jefferies now expects Apple to sell about 72 million iPhones in the first quarter next year and 206 million iPhones over the full year. Despite the cut, Jefferies remains largely positive on the stock due to expected growth in the tech giant's services business. "Apple's iPhone business still looks sufficient to build a massive, high margin, high multiple Services business over time," O'Shea said.iPhone may be banned in Germany after Qualcomm wins patent dispute against Apple
Tech ShortsSince Apple can appeal the initial ruling, the court has asked Qualcomm to pay security deposit of 668.4 million euros to impose the iPhone ban immediately. After China, a court in Germany too has allowed its appeal against Apple selling its iPhone models in Germany. Though this new judgement may not affect the sale of the current year's iPhones, Apple cannot sell its iPhone 7plus, 7, 8, 8plus and iPhone X. In China, of course, it was stated that the normal procedure of practically implementing a court order itself takes months if not years. Will Qualcomm agree to make such a huge deposit or wait till the proceedings in the higher court play out?collected by :Clara William
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